While every organization’s end strategy is going to be different, strategic RevOps plans should always include:
An overview of priorities and goals so everyone understands what is being focused on throughout the year and how the team will achieve these goals (Tip: Remember, alignment is key!)
Tech stack advancements (Tip: This is where leveraging amazon database HubSpot features for operational efficiencies can be useful.)
Stakeholder alignment (Tip: Understand team goals and business goals and make sure everyone is speaking the same language to hit those goals.)
Process mapping (Tip: Create a current and future state of your tactics and tools to lay the groundwork for the year ahead.)
Technology utilization (Tip: Think about how tech fits into your overall strategy, and are there opportunities to consolidate or re-configure your existing tech to support your goals?)
To conclude the webinar, each of the experts gave their own pieces of advice for those creating a RevOps strategy this year:
“I would say stay agile and be okay with being wrong and then pivoting course once you have conviction that you should pivot course. Don’t wait for another planning cycle or another year to make changes you should make earlier.”
“Keep the end goal in mind. That’s what you’re trying to drive. Everything you do should be focused towards that. If it’s not, really ask yourself why you’re doing it if it’s not going to drive your end goals.”
“An overarching theme I see among my clients is the critical necessity of internal communication. It’s so important for successful alignment within organizations. If you don’t know where to start, survey to see how your people are feeling about their day-to-day and pick it up from there. Implement consistent communication with one another!”
If you’re looking to ramp up your RevOps strategy, whether that’s help implementing, migrating or cleaning up HubSpot or consolidating your tech stack, New Breed’s team of experts is here to support you. Outsourcing can be paramount to success, especially when there's a need to cost-effectively scale or for specialized projects. Get in touch with us today for more information.